Manage accounts and tax preparation, filing and compliance tasks for all your accounting or bookkeeping clients on Xero.
Use Xero Tax for your Xero business clients.
Use data from Xero accounts without re-entering it.
Prefill annual accounts with data and file them.
Send annual accounts and tax returns from Xero Tax.
Use Xero Tax together with your client’s data in Xero for a seamless end-to-end process.
Share client records between Xero and Xero Tax.
Collect data from Companies House to help with preparing annual accounts and file accounts to Companies House.
File annual accounts and tax returns for small business clients directly from Xero Tax to HMRC.
No special connection is needed. Just enable Xero Tax in Xero HQ and give staff access. Xero Tax uses your existing Xero log-in details.
See how to set up Xero TaxXero Tax checks transactions in Xero for common problems. Just click through from Xero Tax to see the transactions that make up an amount in the accounts or tax return. If you make corrections in Xero, regenerate the annual accounts and tax return.
See how to edit generated accounts and reportsClients electronically review and sign documents you send them. They simply sign online wherever they are, without the hassle of printing, signing by hand, and posting or emailing back to you.
See how to request a signature from a clientXero Tax automatically tags any chart of accounts with the appropriate iXBRL (Inline eXtensible Business Reporting Language) tags. It uses the iXBRL tagging to format accounts for online company tax returns.
Xero Tax is included in Xero HQ. It’s available to accountants and bookkeepers in practice – at no extra cost – as part of the Xero partner programme.